Fund HoldingsK2 PRINCIPAL FUND, L.P.

Total Portfolio Value
$477.34M
Total Bought
$190.93M
Total Sold
$175.69M
Net Transaction
+$15.24M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
UNITED STS OIL FD LP(USO)(Put)0450,000+450,000036,387+36,387
SPDR SP 500 ETF TR(SPY)(Put)050,000+50,000021,374+21,374
MARATHON DIGITAL HOLDINGS IN(MARA)000010,9692.30%+10,969
BOX INC(BOX)00009,1951.93%+9,195
RAPID7 INC00008,5601.79%+8,560
ISHARES TR(Put)0100,000+100,00007,814+7,814
MR COOPER GROUP INC0141,363+141,36307,5711.59%+7,571
SPLUNK INC00007,0041.47%+7,004
ISHARES TR(Put)060,700+60,70006,869+6,869
CAVA GROUP INC(CAVA)(Put)0200,000+200,00006,126+6,126
ADVISORSHARES TR(Call)
PURE US CANN ETF
0750,000+750,00005,955+5,955
MICROSTRATEGY INC(MSTR)00005,3881.13%+5,388
WISDOMTREE INC(WT)0001,2406,1571.29%+4,917
SPDR SER TR(Put)
ST STR SP RETAIL
075,000+75,00004,565+4,565
INTEL CORP(INTC)(Call)0125,000+125,00004,444+4,444
CENOVUS ENERGY INC(CVE)0200,000+200,00004,1640.87%+4,164
ALTERYX INC0006,44910,4372.19%+3,988
GLOBUS MED INC(GMED)070,103+70,10303,4810.73%+3,481
MARATHON PETE CORP(MPC)(Call)022,000+22,00003,329+3,329
SPIRIT AIRLS INC(Call)0172,700+172,70002,850+2,850
BLACKLINE INC(BL)00002,5730.54%+2,573
GRAB HOLDINGS LIMITED
CLASS A ORD
253,118947,878+694,7608683,3550.70%+2,487
HENNESSY CAPITAL INVST CORP0225,000+225,00002,3240.49%+2,324
VERMILION ENERGY INC(VET)0158,000+158,00002,3100.48%+2,310
ABCAM PLC0100,000+100,00002,2630.47%+2,263
GLOBUS MED INC(GMED)(Call)044,000+44,00002,185+2,185
TOWER SEMICONDUCTOR LTD(TSEM)0117,867+117,86702,8950.61%+2,895
EVOLENT HEALTH INC077,857+77,85702,1200.44%+2,120
SPDR SER TR(Put)
ST INTER ETF
075,000+75,00002,065+2,065
GOLDENSTONE ACQUISITION LTD0189,289+189,28902,0270.42%+2,027
NABORS INDS INC0003,5105,5141.16%+2,004
COMPUTER TASK GROUP INC0192,168+192,16801,9850.42%+1,985
ISHARES GOLD TR(IAU)(Call)150,000212,500+62,5005,4597,435+1,977
AP ACQUISITION CORP0199,901+199,90102,1950.46%+2,195
CANADIAN NAT RES LTD(CNQ)030,000+30,00001,9400.41%+1,940
ATLANTICA SUSTAINABLE INFR P(Call)0100,000+100,00001,910+1,910
FIRST MAJESTIC SILVER CORP(AG)00001,8770.39%+1,877
SILICON MOTION TECHNOLOGY CO(SIMO)036,000+36,00001,8450.39%+1,845
ALTERYX INC00001,7810.37%+1,781
MAXLINEAR INC(MXL)(Call)080,000+80,00001,780+1,780
PIEDMONT LITHIUM INC(Put)051,000+51,00002,025+2,025
DENALI CAPITAL ACQUISITN COR0150,600+150,60001,6490.35%+1,649
VANECK ETF TRUST(Put)
JUNIOR GOLD MINE
050,000+50,00001,612+1,612
ALTC ACQUISITION CORP(OKLO)0142,777+142,77701,4780.31%+1,478
TAPESTRY INC(TPR)(Put)050,000+50,00001,438+1,438
NUTANIX INC(NTNX)00011,13812,5752.63%+1,437
MICROSTRATEGY INC(MSTR)00001,3910.29%+1,391
MARATHON PETE CORP(MPC)08,844+8,84401,3380.28%+1,338
CAPRI HOLDINGS LIMITED(Put)
SHS
024,900+24,90001,310+1,310
ERO COPPER CORP(ERO)(Put)075,000+75,00001,293+1,293
VMWARE INC34,33737,305+2,9684,9346,2111.30%+1,277
EARTHSTONE ENERGY INC055,883+55,88301,1310.24%+1,131
STEEL DYNAMICS INC(STLD)010,525+10,52501,1280.24%+1,128
SOVOS BRANDS INC050,000+50,00001,1280.24%+1,128
ARS PHARMACEUTICALS INC1,271,7442,552,062+1,280,3188,5219,6472.02%+1,126
INTEGRATED WELLNESS ACQ CORP0100,000+100,00001,0960.23%+1,096
U HAUL HOLDING COMPANY26,84845,933+19,0851,3602,4060.50%+1,046
TOLL BROTHERS INC(TOL)013,000+13,00009610.20%+961
CHATHAM LODGING TR(Put)0100,000+100,0000957+957
ACTIVISION BLIZZARD INC105,600105,000-6008,9029,8312.06%+929
ROYAL CARIBBEAN GROUP(Put)
COM
010,000+10,0000921+921
KINROSS GOLD CORP(KGC)(Call)0200,000+200,0000912+912
REDWOOD TRUST INC00009030.19%+903
TRANSALTA CORP(TAC)(Call)0100,000+100,0000870+870
A SPAC I ACQUISITION CORP079,599+79,59908600.18%+860
LENNAR CORP(LEN)07,600+7,60008530.18%+853
AROGO CAPITAL ACQUISITION CO0105,000+105,00001,1200.23%+1,120
ROYAL GOLD INC(RGLD)(Put)07,500+7,5000797+797
NATIONAL INSTRS CORP45,36456,166+10,8022,6043,3490.70%+745
TOLL BROTHERS INC(TOL)(Put)010,000+10,0000740+740
TLGY ACQUISITION CORPORATION064,106+64,10607040.15%+704
LUCID GROUP INC(LCID)(Call)0125,000+125,0000699+699
CARNIVAL CORP(Put)050,000+50,0000686+686
FRANCO NEV CORP(FNV)(Put)05,000+5,0000667+667
UNITED STATES STL CORP NEW(Call)020,000+20,0000650+650
TOWER SEMICONDUCTOR LTD(TSEM)(Call)025,000+25,0000614+614
PACWEST BANCORP DEL073,541+73,54105820.12%+582
SUMMIT HOTEL PPTYS INC(Put)0100,000+100,0000580+580
LENNAR CORP(LEN)(Put)05,000+5,0000561+561
UBS GROUP AG(UBS)022,000+22,00005420.11%+542
DENBURY INC04,201+4,20104120.09%+412
EMBRACE CHANGE ACQUISITN COR037,633+37,63304050.08%+405
FORTUNE RISE ACQUISITION COR032,707+32,70703570.07%+357
LF CAPITAL ACQUISITION CORP032,679+32,67903540.07%+354
ARES ACQUISITION CORPORATION0526,359+526,35903480.07%+348
CARNIVAL CORP(Call)025,000+25,0000343+343
BRAEMAR HOTELS RESORTS INC(Put)0100,000+100,0000277+277
D R HORTON INC(DHI)(Put)02,500+2,5000269+269
KIMCO RLTY CORP(KIM)015,123+15,12302660.06%+266
SPIRIT AIRLS INC0008,5398,7931.84%+255
GREENFIRE RES LTD NEW045,666+45,66602260.05%+226
WW INTL INC020,000+20,00002210.05%+221
ZSCALER INC(ZS)0009,4049,6242.02%+220
MOUNTAIN CO I ACQUISITN CO017,777+17,77701980.04%+198
LIFEZONE METALS LIMITED
*W EXP 07/05/202
0166,691+166,69101970.04%+197
FTAC EMERALD ACQUISITION COR018,632+18,63201950.04%+195
ENOVIX CORPORATION(ENVX)015,343+15,34301930.04%+193
VERDE CLEAN FUELS INC078,810+78,81002970.06%+297
REDWOOD TRUST INC0006,2796,4411.35%+161
BRIACELL THERAPEUTICS CORP024,969+24,96901560.03%+156
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